Assign User Access to Portfolios

1. From the Admin tab, select Portfolios.
   
2. Click on the name of the Portfolio that you would like to assign users to.
3. Click in the Portfolio Users textbox and select the Carve users who should have access to this portfolio. If the name is not listed, go to Users and confirm that they are set up.
   

Users who are designated "Business Admin" or "Company Admin" status already have access to all portfolios by default and therefore do not show up in the list.

      2. To remove a user from a portfolio, click on the "x" beside the user's email.

Assign users to portfolio

• Related Articles

• Create Portfolios

  From the Admin tab, select Portfolios. Click the Create Portfolio button (top right-hand corner). Enter the following: Portfolio Name Portfolio Manager (optional) 4. Click Next. Portfolios are not restricted to a single PDRI template type. A ...

• Manage Portfolios Overview

  Portfolios are available in Professional and Enterprise edition companies to manage user security and organize projects. Carve Admin users should setup portfolios to mirror the structure of the company's current capital program and assign users to ...

• Access to Portfolios

  Providing users access to portfolio(s) is done in the Admin tab for Professional & Enterprise Edition companies. From the Admin tab, select Users. Click on the user from the Manage Users list. Click on the Portfolio entry field. To add access: Using ...

• User Roles

  Carve uses a role-based security model. Five user roles are supported in Carve: Stakeholder Project Manager Facilitator Business Admin Company Admin Each user is assigned a role based on the functional capabilities they require. The tables below ...

• Add User Restrictions

  Company Admins can apply specific restrictions to Facilitator and Project Manager user accounts to manage access, safeguard data, and ensure users engage only with the projects and assessments relevant to their role. Apply User Restrictions From the ...